Loan Origination Software for Private Lenders
Build a sales funnel, automate and manage tasks, and digitize your loan origination processes.
Industry Award Winner
Key Origination Features
Data Import
Application Import (Drag and Drop)
- Filogix
- Lendesk
- Velocity
- Custom
Filogix Connection (brokers submit)
Direct via API
Through a submission form on your website
Bulk Upload
Manual data entry
Lead Intake Form
Transaction History
Document Generation
Create and customize as many documents as you need, we provide some templates to get you started and help you customize the rest:
Commitment
Lawyer instructions
Lawyer Distribution calculations
Admin/Servicing agreements
Renewal docs
Discharge/Payout statements
Discharge/Payout distribution instructions
Loan Types
Each loan type has different documents, conditions, draw schedules, and more. We help you customize your documents and processes for every kind of loan.
Purchase
Refinancing
Commercial
Construction
Fix and Flip
Personal Loans
Payment Schedule (for borrowers)
Borrowers can pay in different ways:
Weekly/bi-weekly/semi-monthly
Monthly (always on the 1st or flexible)
Quarterly
Prepaid (partly or fully)
Accrued / Postponed (until next draw)
Capitalized (daily, monthly, etc.)
Interest adjustment paid at funding or regular payment date
Payment Schedule (for investors)
Full or partial interest
Sub-investors
A-B-piece / Tranche loans
Interest Spread
Standard Conditions
Standardize your conditions and make your origination process flow seamlessly for any scenario:
Drag-and-drop to change priority
Tracking of condition statuses
Link to document uploads
List outstanding conditions
Interest Types
No matter how you structure your deal, we have an option that’s right for you.
Interest-only
Principal & Interest
Escalating
VRM
Custom Fees
Create as many standardized or optional fees as you need.
Distribute fees to investors, brokers, etc
Pay at funding or first payment date
Estimated fees
Spread between a number of regular monthly payments
Collect via credit card
Custom Dashboards
Build and modify your own Kanban workflow
Create custom cards with the fields that are specific to your lending practice
Roles and Permissions
Not everyone should see everything.
Create various roles and permissions
Hide sensitive information
Document Storage/Upload
Beyond simple storage, Automator allows your brokers/borrowers to upload documents directly to your system via Portals or unique URLs – no login required.
Document Upload Portal
Broker Document Transfer
Upload via a white-labeled URL
Compliance
Compliance documents take minutes and even seconds to create with saved, pre-filled templates. If we’re missing a compliance form, just let us know, we’ll add it!
Form 1, 9, 10, Borrower Disclosures, Investor Disclosures
Saved Templates
Tasks
Keep your team organized with automatically created tasks.
Interactive Filters
Due dates
To-do list management
Communications/Notifications
Standardized canned Emails/SMS to keep everyone in the loop.
Status based or manual triggers
SMS/Email templates
Automatic document generation & attachment
Borrower Portal
Functional and beautiful.
Request additional funds/draws
Request renewals/extensions
Request payoffs/discharges
Create new loans
Upload documents
Cut our manual process over 60%
It is custom tailored for our individual needs not only in front and operations but in back and servicing. This software has allowed us to become paper free. I have sat down and talked to many developers in the space. This was the only company that delivered what it said and has the upmost professional team.
The Future of Mortgage Administration
Very user-friendly. Like their slogan says, “For Lenders by Lenders.” As a lender myself, this is a very natural and intuitive software. You can tell that the software is built by a lender.
Mortgage Automator is a game changer!
There are so many features that are great, but the ability to produce so many of our custom documents so quickly has made us super efficient and lifted our game considerably. We can literally turn around a straightforward application in 10 minutes and have a commitment letter sent out. Instructing our solicitor with a file is ultra easy too, as is producing renewal agreements and discharge/payout statements.
The name speaks for itself… and the people are AWESOME!
Mortgage Automator is so user friendly; not much need for training, it is very intuitive to navigate. They are very helpful and super quick to return a call or email. Producing paperwork for us has become so much easier.
Mortgage Automator… Automates!
The Mortgage Automator Platform is relied on as our core loan management database / software. All major features were considered and work as needed, and some custom features have even been developed and implemented based on our company’s suggestions. This software is easily equivalent to 2-3 (or more) additional staff.
Time to be part of industry leading conversations
Top performers are switching to Mortgage Automator to power their entire private lending business and generate all their documents in minutes. It’s time to get ahead of the curve, gain a competitive advantage, and deliver exceptional value to your brokers, lawyers and investors!
300 + happy clients including:
Award Winning Software
Integrations & Partnerships
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